2018 Estate Planning Institute

Estate planning is headed into unknown territory! Are you ready to advise your clients at light speed or will their estate plans warp, jeopardizing both their real and digital assets? Now is the time to take a quantum leap to stay up to date learning how new rules and tax legislation will impact the future of estate planning. The Estate Planning Institute brings together leading experts and professionals to help you with strategies to protect your clients’ assets. Effective estate planning will safely transport you and your clients through the portal of the future.

 

Who Should Attend

This informative Institute will benefit attorneys, accountants, bankers, investment advisers, estate planning and tax practitioners, financial planners, and anyone interested in learning more about effective estate planning for their clients. Seating is limited, so reserve your space TODAY!

There are no qualifications or prerequisites to participate in and benefit from this program.

 

Registration Rates

The registration rates listed below vary for the time of the registrant’s payment. Each registrant will receive one reserved spot to attend our Estate Planning Institute for both days and includes an electronic PDF file of the 2018 Speaker Manual. If you would like to have a printed copy of the 2018 Speaker Manual it will be an additional $25.00 per manual. Registrants interested in the printed version must reserve their copy either by noting this request at the time of registration or by contacting a Community Foundation team member by Friday, October 19th.

 

Early Bird:   $375.00

Include printed speaker manual: $400.00

Thursday, June 21st  – Thursday, August 9th

 

Standard:   $425.00

Include printed speaker manual: $450.00

Friday, August 10th  – Wednesday, October 31st

 

Walk-In:  $450.00

*A printed speaker manual will only be offered after the event for walk-in registrants*

Include printed speaker manual: $475.00

Thursday and Friday, November 1st and 2nd

 

Payment Information

   The Community Foundation of Southern New Mexico accepts card and check payments.  Credit or debit card payments can be made online, through the phone, or by coming into our CFSNM office location. Check payments need to be made out to “The Community Foundation of Southern New Mexico” and should be either dropped-off or mailed-in to our CFSNM office location. Our office location address is as follows:

2600 El Paseo Road

Las Cruces, NM 88001

 

Online Payment

Payments can be made online with a credit card by clicking the link below.

Click here to register, sponsor, or donate to this year’s EPI!

 

Company Invoice

If you will be attending on behlaf of a business and they will need to be billed an invoice please email our Special Events Coordinator, Alexia, at alexia@cfsnm.org or call our office number listed below.

 

Phone Payment 

Call 575-521-4794 to pay over the phone with a CFSNM team member.

 

Speaker Information

More speakers and biography information to come!

 

Roberto Coronado, Federal Reserve Bank of Dallas, El Paso Branch

Coronado serves as the Dallas Fed lead officer and regional economist for West Texas and Southern New Mexico. Coronado works closely with the branch’s board of directors and provides leadership and oversight for the operating and administrative functions of the El Paso office. He is also a senior economist and a member of the regional group of the Bank’s Research Department. His research focuses on issues pertaining to the Mexican economy, the U.S.–Mexico economic integration and border issues. Coronado has written articles for various Federal Reserve publications and academic journals in both the United States and Mexico.

In addition, Coronado is a board member of the Workforce Solutions Borderplex, El Paso Greater Chamber of Commerce, and the United Way of El Paso.  He is also a clinical assistant professor at the University of Texas at El Paso where he teaches in the Executive MBA program. He obtained his PhD in economics from the University of Houston and holds a BBA in accounting and economics and an MS in economics from UTEP.

 

Dale Dekker, Dekker, Perich, Sabatini Design

Dekker is the original founder of Dekker/Perich/Sabatini and since then has extensive experience in architecture and planning projects that are socially, economically, and environmentally sustainable. Dale’s contributions to architecture include high tech, one-of-a-kind research facilities for Sandia National Labs, award-winning school designs across the Southwest, and large-scale master planning projects, such as the UNM Master Plan Update.

Raised in Albuquerque, Dale has become heavily involved in enhancing the quality of life in his community by participating as a volunteer on a variety of boards and commissions. Dale is a member of the Economic Forum, the Executive Committee of Albuquerque Economic Development (AED), Board Member and Past Chair of NAIOP, Past-District Council Chair of the Urban Land Institute (ULI), and was appointed by Governor Susana Martinez to the Construction Industries Commission and the State of New Mexico Workforce Solutions Development Board. Dale also serves on a variety of non-profit boards, including the Albuquerque Public Schools Foundation and the Central New Mexico Community College Foundation.

As an experienced architect and planner, Dale is committed to building a better state and community. He is currently leading an effort for the Greater Albuquerque Chamber of Commerce, called the 2065 Plan that is intended to take a long range look at what the city and region might look like 50 years from today.

 

Margaret “Peggy” Graham, Pregenzer, Baysinger, Wideman & Sale

Margaret “Peggy” Graham began her career in Topeka, Kansas where she practiced for 15 years before returning to Albuquerque. While practicing in Kansas, Peggy tried many cases to a jury verdict while an Assistant Attorney General, represented the State in numerous child and adult abuse cases, established guardianships and conservatorships for hundreds of vulnerable adults, represented the State in Medicaid and welfare benefits appeals, and served as an Administrative Law Judge for seven years where she presided over hearings for state agencies, boards and commissions, including Kansas Department of Social and Rehabilitation Services, the Kansas Board of Pharmacy, the Kansas Department of Health and Environment, the Kansas Human Rights Commission, and the Kansas Department of Labor.

Upon moving back to Albuquerque with her family in 2009, Peggy has focused her practice on elder law, specifically in representing individuals and families in the appointment of guardians and conservators for the elderly or disabled as both the petitioning attorney and Guardian ad Litem, estate planning, probate, and fiduciary litigation. Peggy has tried cases in both state and federal court, and has represented clients before administrative bodies, including the Social Security Administration and New Mexico Human Services Department.

Peggy has a unique perspective on the representation of families who have members with developmental disabilities and special needs as she is the mother of a special needs child.

 

David Hansen, ScottHulse Law Firm

Hansen is a tax lawyer and shareholder in the ScottHulse Law Firm where he represents clients during tax audits, administrative appeals and tax litigation. He also assists taxpayers confronted with government action to collect unpaid taxes and represents clients on intellectual property matters as a trademark attorney. Since joining the Firm, David has negotiated offers in compromise with the IRS and has litigated and won cases before the United States Tax Court. He has also assisted numerous non-profit organizations in their applications for tax-exempt status. David has helped both for-profit and non-profit entities with tax and corporate structure planning, including formations, mergers, conversions, and sales of entities. He has also assisted individuals with estate planning and sales of real estate.

He earned a Master of Business Administration from Cornell University and co-founded the International Institute for Biomedical Research (IIBR), a pharmaceutical research organization that became one of the leaders in the field of obesity and diabetes research. He then earned his Juris Doctor degree with honors from the University of Texas—Austin and later gained additional specialization in tax law, earning his LL.M. in Taxation from New York University.

David is active in the El Paso Community, serving on the local Boards of the American Red Cross and the Boy Scouts of America (Yucca Council). He is also an active member of the Coronado Baptist Church and has traveled on a charity mission to Guatemala. David is also a Member of the El Paso Bar Association and the American Bar Association.

 

Bridget Mullins, Pregenzer, Baysinger, Wideman & Sale

Bridget is an attorney with the law firm of Pregenzer, Baysinger, Wideman & Sale in Albuquerque, New Mexico. She represents clients in the areas of Guardianships, Probate, Wills, Trusts, Elder law, and Family law with a focus on working with Spanish-speaking clients. In Addition, Bridget has a strong trial background after spending many years prosecuting domestic violence, child abuse, and human trafficking cases for the District Attorney and Attorney General’s Offices in Albuquerque. Being fluent in Spanish has allowed her to work with Spanish-speaking families in many different contexts – as a teacher, an advocate, and as an attorney. Bridget earned a Master’s degree in Latin American Studies as well as her Law Degree from the University of New Mexico and while obtaining her JD in 2011 taught Spanish classes to undergraduate students. She has also worked on consumer protection issues and taught Financial Literacy classes to help community members learn about debt, investing, and credit. She is an Elder Law Section Member of the New Mexico State Bar Association and member of the New Mexico Hispanic Bar Association, as well as a liaison for the Real Property, Trust and Estate for the Young Lawyers Division.

 

Mike Schlesinger, Principal, Acquisitions & Asset Management at Latitude Management Real Estate Investors

 Nineteen (19) years of commercial real estate experience across several disciplines including acquisitions, dispositions, asset management, brokerage, equity and debt finance, loan workouts and accounting. A proven producer on how to recognize and maximize value by exhibiting a broad and diverse perspective. Strong operational experience with multifamily, office, industrial, retail and hospitality.

Your 2018 EPI Committee is working hard on making this year’s Institute a success! Stay connected for more event information as planned.